Orenta Capital
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Orenta Capital is an SEC-registered advisory firm that describes services for individuals, high‑net‑worth clients, and charitable organizations, offering both portfolio management and standalone financial planning. The firm’s materials indicate it currently reports no assets, clients, or active registered advisors but describes services intended for individual investors.
The brochure explains that portfolio management is delivered under a client-specific Investment Policy Statement with discretionary authority, using fundamental analysis and strategies that include long-term investing and options trading. Financial planning is offered as a separate engagement billed on a fixed‑fee basis and typically results in a one‑time written plan delivered upon completion.
Noteworthy for a firm reporting no active advisors, Orenta Capital combines individual portfolio management and fixed‑fee financial planning — a combination that is uncommon among similarly situated firms. The brochure also discloses use of higher‑risk instruments (including uncovered options), a written code of ethics, no selection of third‑party managers, and custodial arrangements with an institutional provider that may include soft‑dollar research benefits.
Client services
Expertise
Fee options
Financial planning fixed fees range between $2,500 and $25,000 per plan
$250,000+: 1.25% annually
Account minimum: $250,000 (may be waived at firm's discretion)
Main office
1946 Daimler Rd
Rockford IL 61112
Advisors at this office
2
Most active in
Illinois
Also doing business as
Orenta Capital · Orenta Capital LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Muhammad M
Series 65
Rockford, IL
Orenta Capital
Muhammad Mustafa is a financial advisor at Orenta Capital with a Series 65 designation. He has been self-employed since 2016 and has worked with Orenta Capital since 2026. Orenta Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations. The firm offers portfolio management based on client-specific Investment Policy Statements and standalone financial planning engagements billed on a fixed-fee basis.
Mohsin K
Series 65
Rockford, IL
Orenta Capital
Mohsin Khan is a financial advisor with Orenta Capital holding a Series 65 designation and no prior industry experience. He has worked at Mercyhealth Rockford since 2016 alongside his advisory role beginning in 2026 at Orenta Capital. Orenta Capital is an SEC-registered advisory firm serving individuals, high-net-worth clients, and charitable organizations with portfolio management and standalone financial planning services. The firm employs fundamental analysis and strategies including long-term investing and options trading, offering discretionary portfolio management alongside fixed-fee financial planning engagements.
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